The High Net Worth (HNW) Certification is designed for financial advice practitioners and executives looking to deepen their understanding of the rapidly expanding HNW sector in Asia-Pacific.

Across the region, there is a growing need for financial advisers to solve increasingly complex problems for their clients and family offices.

The HNW Certification combines international best-practice and local market case studies in family wealth management to equip advisers with the knowledge and expertise to implement a step-by-step process for providing quality financial advice to HNW individuals.

Through scenario-based assessments, you will emerge with the knowledge and skills to design appropriate asset protection and wealth management strategies, in addition to a marketing and communication plan to attract, advise and retain these clients.

The HNW Certification combines the academic rigour of higher education theory with practical and relevant outcomes centred on financial planning best-practice. This professional certification represents the pinnacle of achievement, providing formal recognition of the highest standard of competence and skill within the financial advice discipline.

Asia-Pacific is the largest global HNWI region*

*Capgemini, Asia-Pacific Wealth Report 2018

Our education philosophy

Deep technical knowledge of financial planning combined with an advanced skill set leads to improved consumer outcomes.

Emotionally intelligent advisers are better equipped to understand their clients’ needs and develop effective advice strategies.

Digital capability and engagement are essential skills for advisers to advance in today’s online environment.

Who should enrol?

Financial advisers and consultants

Insurance and bancassurance specialists

Family office and private wealth professionals

Private bank and client relationship managers

Asset managers and practitioners involved in portfolio construction

Accountants and estate lawyers

Professionals aspiring to the next generation of financial advice

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Programme highlights

Develop specialist financial planning strategies to solve complex problem scenarios for HNW clients

Apply behavioural finance and consumer decision-making insights in your HNW client engagements

Identify opportunities to provide advice to HNW clients based on market trends and analysis

Explore family office and trust structures, and new technical strategies for HNWIs and family offices

Develop your own strategic sales and marketing plan to grow your business in the HNW market

Why the HNW Certification?

Enhance your critical thinking and problem-solving skills to design and implement wealth management strategies for the HNW sector

Advance your technical knowledge and expertise to sharpen and expand your professional mindset

Confidently and transparently develop client-centric advice strategies

Gain formal recognition of the highest standard of competence and skill in the HNW sector

Designed and developed in Singapore, leveraging local and international industry practitioners and adopting best-practice

Learn in a peer-driven blended learning environment, with direct access to first-class education resources and faculty

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International accreditation

Institute of Banking and Finance (Singapore)

The HNW Certification is accredited Level 2 and 3 by the Institute of Banking and Finance (IBF) under the Skills Framework for Financial Services.

This programme is purpose-built for experienced financial practitioners, who wish to further their professional career as a recognised Senior Financial Planner within the IBF Skills Framework.

IFPAS

Since 1969, the Insurance and Financial Practitioners Association of Singapore (IFPAS) has been the leading professional association for financial advisers. We represent the interests of our members on legislative, regulatory and policy-related matters. Our role is to advocate, innovate and inspire on behalf of our members to advance the financial advice profession’s social contribution and positively shape consumers’ perceptions of the financial services industry.

Kaplan Professional Australia

Kaplan Professional is Australia’s leading provider of specialist financial services education and training. We are renowned for the quality of our programmes, practical learning outcomes, dedicated student support and flexible online learning. Our progressive and customer-focused approach has cemented Kaplan Professional Australia’s reputation as the trusted education partner to all the major financial institutions in the country and over 45,000 working professionals annually.

Course Provider: Insurance and Financial Practitioners Association of Singapore
Course Developer: Kaplan Professional Australia

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